
AI bubble burst by June 30, 2027?
5 of 5 top Polymarket traders hold No (100%) · No at 78¢ · $3K held · ends Jul 1, 2027
🔬
Research candidate
No
5
No 100%
$3.4K
-$89.03
79.6¢ → 77.5¢
-3% since entry · 5 traders
Research grade
Research candidateNo at 78%
Matches a rule that looked positive after costs in the short windows of our Oct 22 2026 backtest. The full-year test without hindsight (Oct 26 2026) found no evidence for any of these rules: out of sample they lost money or were noise. A label for a pattern that once looked good, not an edge and not a recommendation.
- Quality net +3 or moreNot confirmed. Oct 22 backtest: net +3 when the consensus formed made +7.2 % a trade (n 358), with 5 events giving two thirds of it. Full year, out of sample, the closest rule (3+ proven winners, two thirds on the side) lost −1.9 % a trade (n 49,161, 95 % CI −2.6 to −1.1).
- Favourite (60–95¢)Full year, out of sample: 0.70–0.90 lost −0.9 % a trade (n 26,050, 95 % CI −1.5 to −0.3): the least bad band, still a loss. The Oct 22 backtest's +0.4 % (n 4,327) was not confirmed.
The rules come from our Oct 22 2026 backtest (one entry per market, held to resolution, after a 1¢ half-spread and Polymarket's taker fees). Our full-year test without hindsight (Oct 26 2026) found none of them profitable out of sample, and the plain consensus lost −3.0 % a trade. The grade describes the market; it is not a forecast, not an edge and not advice.
Smart Money Signal
5 of 5 top traders (100%)
Outcome Probabilities
Smart Money Breakdown by Outcome
Signal Intelligence
Momentum
Flat
+0 pts consensus
Breadth
5 traders
Top 2 hold 68%
Freshness
Late
702h old
Flip Quality
Clean
0 consensus flips
100% of non-arb traders are on No. Concentration is driven by the top two positions owning 68% of that side's value.
| Trader | Position | Invested | Value | PnL | Record |
|---|---|---|---|---|---|
PM pmcb | Noavg 81¢ | $1.5K | $1.5K | -$66.77 | 91% 49-5 (54) |
![]() 0xdc3E831cad | Noavg 77.8¢ | $862.63 | $859.67 | -$2.96 | 49% 1830-1896 (3726) |
ArmageddonRewardsBilly | Noavg 80.6¢ | $467.2 | $452.6 | -$14.6 | 56% 15372-11923 (27295) |
![]() TheKinginYellow | Noavg 79.4¢ | $397.08 | $387.39 | -$9.69 | 68% 830-398 (1228) |
LU LucasMeow | Noavg 76¢ | $252.44 | $257.42 | +$4.98 | 96% 160-7 (167) |
Invested
$1,545.24
Value
$1.5K
PnL
-$66.77
Record
91%
49-5 (54)
0xdc3E831cadInvested
$862.63
Value
$859.67
PnL
-$2.96
Record
49%
1830-1896 (3726)
Invested
$467.2
Value
$452.6
PnL
-$14.6
Record
56%
15372-11923 (27295)
TheKinginYellowInvested
$397.08
Value
$387.39
PnL
-$9.69
Record
68%
830-398 (1228)
Invested
$252.44
Value
$257.42
PnL
+$4.98
Record
96%
160-7 (167)
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EV Calculator
Consensus % is how many tracked traders hold a side, not a win probability.
77.5¢ price + 1.0¢ spread + 0.7¢ fee (Tech 4%). Win more often than this and the bet pays.
A market order pays the taker fee and crosses the spread (assumed 1.0¢); a limit order pays no fee but may not fill. The fee category is a guess from the title.